Plan Snapshot
- Plan Sponsor: Chet Morrison Contractors, L.L.C.
- Sponsor EIN: 721001398
- Sponsor Address: P.O. BOX 3301, HOUMA, LA, 70361
- Plan Type: 401(k)
- Total Participants: 535
- Total Assets: $27.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 535 | $27.7M | $741,315 | $2.5M |
| 2023 | 491 | $23.7M | $754,621 | $2.2M |
| 2022 | 443 | $18.8M | $591,835 | $1.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LA PORTE APAC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LA PORTE APAC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $35,317 | — | $35,317 | — | — |
| 2023 | $25,417 | — | $25,417 | — | — |
| 2022 | $28,910 | — | $28,910 | — | — |